+30.8%
ASML vs HAS
+62.3%
-31.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.7% | -9.1% |
| 7D | -19.0% | 0.0% | -19.0% | -19.0% |
| 30D | -25.9% | +31.3% | -57.3% | -28.7% |
| 3M | -19.1% | +32.1% | -51.2% | -22.2% |
| 6M | -5.7% | +28.1% | -33.9% | -9.8% |
| YTD | +27.6% | +49.1% | -21.5% | +10.6% |
| 1Y | +30.8% | +60.5% | -29.8% | +9.6% |
| All | +30.8% | +62.3% | -31.5% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling